March 15, 2007

Busy, busy, busy

What a week! I've been scrambling madly to keep up since I got back from Dublin last Thursday. Hence no posting at all. I've been busy, busy, busy. I didn't even get to see that controversial documentary on Channel Four questioning the science of global warming.

Today was the culmination, with three deadlines. My Business & Finance small-caps column was due in the morning - my recent bearish views on the market during last week's dead cat bounce seems abundantly vincidated this week; I still think that the credit bubble is dangerous, that a US recession is possible, but not certain this year and that geopolitical risk over the confrontation with Iran needs to be reflected in oil prices. As a stock pick, I recommended YouGov, the British internet polling firm which has been on AIM since mid-2005. Nobody in the market has the marketing savvy or the internet expertise of these guys, the same team behind the online conservative TV station 18 Doughty Street.

I also had to deliver a training presentation, which was a bit stressful to prepare. Although I slightly mistimed it, I think that I delivered it quite well. We may be opening these to more clients, and even journalists, in the future too.

I missed my Magill deadline too - not a good thing to do, but the story can wait.